TWIN FOCUS CAPITAL PARTNERS, LLC

Filed: 7/28/2026ACC: 0001172661-26-002872

📋 What this filing means

TWIN FOCUS CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 170 equity positions with a total reported market value of $982.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

170

Positions

$982.72M

Total AUM (reported)

10.06M

Total Shares

Allocation by class

CORE MSCI EAFE$100.99M10.3%

ISHARES NEW$90.26M9.2%

TOTAL STK MKT$81.72M8.3%

CL C$55.58M5.7%

COM$42.08M4.3%

TR UNIT$36.99M3.8%

CORE S&P TTL STK$29.79M3.0%

Portfolio Concentration

Top 3$272.97M27.8%

4–10$222.25M22.6%

11–25$206.02M21.0%

Rest$281.47M28.6%

Top 3 weight

27.8%

Top 10 weight

50.4%

Voting Authority Distribution

Total shares with voting rights: 10.06M

Sole

Full voting authority

10.06M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole170

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings170

Rows:

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.05M

TypeSH

Market value$100.99M

10.28%

Sole

1.05M

Shared

0.00

None

0.00

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares1.20M

TypeSH

Market value$90.26M

9.18%

Sole

1.20M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares220.85K

TypeSH

Market value$81.72M

8.32%

Sole

220.85K

Shared

0.00

None

0.00

DELL TECHNOLOGIES INC

SOLE

CL C

Shares128.81K

TypeSH

Market value$55.58M

5.66%

Sole

128.81K

Shared

0.00

None

0.00

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares49.53K

TypeSH

Market value$36.99M

3.76%

Sole

49.53K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares181.34K

TypeSH

Market value$29.79M

3.03%

Sole

181.34K

Shared

0.00

None

0.00

SPDR SERIES TRUST

SOLE

ST STR P500GRW

Shares231.02K

TypeSH

Market value$27.49M

2.80%

Sole

231.02K

Shared

0.00

None

0.00

SPDR GOLD TR

SOLE

GOLD SHS

Shares67.99K

TypeSH

Market value$25.05M

2.55%

Sole

67.99K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares101.01K

TypeSH

Market value$24.87M

2.53%

Sole

101.01K

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares32.75K

TypeSH

Market value$22.49M

2.29%

Sole

32.75K

Shared

0.00

None

0.00

VANGUARD MALVERN FDS

SOLE

STRM INFPROIDX

Shares364.47K

TypeSH

Market value$18.31M

1.86%

Sole

364.47K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares132.99K

TypeSH

Market value$18.29M

1.86%

Sole

132.99K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares180.68K

TypeSH

Market value$17.88M

1.82%

Sole

180.68K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 ETF

Shares41.16K

TypeSH

Market value$16.86M

1.72%

Sole

41.16K

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares245.94K

TypeSH

Market value$14.68M

1.49%

Sole

245.94K

Shared

0.00

None

0.00

MODERNA INC

SOLE

COM

Shares185.60K

TypeSH

Market value$13.00M

1.32%

Sole

185.60K

Shared

0.00

None

0.00

ISHARES TR

SOLE

TIPS BD ETF

Shares114.40K

TypeSH

Market value$12.52M

1.27%

Sole

114.40K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares52.48K

TypeSH

Market value$12.42M

1.26%

Sole

52.48K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares149.41K

TypeSH

Market value$12.38M

1.26%

Sole

149.41K

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares170.73K

TypeSH

Market value$12.16M

1.24%

Sole

170.73K

Shared

0.00

None

0.00

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares16.50K

TypeSH

Market value$12.15M

1.24%

Sole

16.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares16.12K

TypeSH

Market value$12.07M

1.23%

Sole

16.12K

Shared

0.00

None

0.00

BNY MELLON ETF TRUST

SOLE

GLOBAL INFRASCTR

Shares252.82K

TypeSH

Market value$11.37M

1.16%

Sole

252.82K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MDCP VAL ETF

Shares67.42K

TypeSH

Market value$11.10M

1.13%

Sole

67.42K

Shared

0.00

None

0.00

CULLINAN THERAPEUTICS INC

SOLE

COM

Shares595.49K

TypeSH

Market value$10.84M

1.10%

Sole

595.49K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
ISHARES TRSOLE	CORE MSCI EAFE	1.05M	SH	$100.99M 10.28%	1.05M
ISHARES GOLD TRSOLE	ISHARES NEW	1.20M	SH	$90.26M 9.18%	1.20M
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	220.85K	SH	$81.72M 8.32%	220.85K
DELL TECHNOLOGIES INCSOLE	CL C	128.81K	SH	$55.58M 5.66%	128.81K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	49.53K	SH	$36.99M 3.76%	49.53K
ISHARES TRSOLE	CORE S&P TTL STK	181.34K	SH	$29.79M 3.03%	181.34K
SPDR SERIES TRUSTSOLE	ST STR P500GRW	231.02K	SH	$27.49M 2.80%	231.02K
SPDR GOLD TRSOLE	GOLD SHS	67.99K	SH	$25.05M 2.55%	67.99K
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	101.01K	SH	$24.87M 2.53%	101.01K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	32.75K	SH	$22.49M 2.29%	32.75K
VANGUARD MALVERN FDSSOLE	STRM INFPROIDX	364.47K	SH	$18.31M 1.86%	364.47K
ISHARES TRSOLE	S&P 500 GRWT ETF	132.99K	SH	$18.29M 1.86%	132.99K
ISHARES TRSOLE	CORE US AGGBD ET	180.68K	SH	$17.88M 1.82%	180.68K
ISHARES TRSOLE	RUS 1000 ETF	41.16K	SH	$16.86M 1.72%	41.16K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	245.94K	SH	$14.68M 1.49%	245.94K
MODERNA INCSOLE	COM	185.60K	SH	$13.00M 1.32%	185.60K
ISHARES TRSOLE	TIPS BD ETF	114.40K	SH	$12.52M 1.27%	114.40K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	52.48K	SH	$12.42M 1.26%	52.48K
ISHARES INCSOLE	CORE MSCI EMKT	149.41K	SH	$12.38M 1.26%	149.41K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	170.73K	SH	$12.16M 1.24%	170.73K
INVESCO QQQ TRSOLE	UNIT SER 1	16.50K	SH	$12.15M 1.24%	16.50K
ISHARES TRSOLE	CORE S&P500 ETF	16.12K	SH	$12.07M 1.23%	16.12K
BNY MELLON ETF TRUSTSOLE	GLOBAL INFRASCTR	252.82K	SH	$11.37M 1.16%	252.82K
ISHARES TRSOLE	RUS MDCP VAL ETF	67.42K	SH	$11.10M 1.13%	67.42K
CULLINAN THERAPEUTICS INCSOLE	COM	595.49K	SH	$10.84M 1.10%	595.49K

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